*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
310 3rd Ave Ste A28
Chula Vista, California 91910
Absolutely amazing. It's not often you find great people and great accountant's together. This firm has just that, wonderful people that truly care and top notch accountants. As a tax attorney, I see a lot of tax returns and I am confident that ICS will serve my clients and loved one's best.
Ibarra Carrillo Soto CPAs + Advisors have been invaluable partners in guiding us through the complexities of launching our business. Particularly commendable is Charlie Landeros, our dedicated CPA, who meticulously leads us through essential financial and tax strategies. His expertise not only streamlines the tax process but also ensures we make informed decisions. The attention to detail and unwavering support from the entire team exemplify their commitment to client satisfaction. We wholeheartedly endorse
For a seamless and stress-free experience during tax season and beyond, look no further than Ibarra Carrillo Soto CPAs + Advisors. Charlie Landeros has provided invaluable guidance on taxes, financial matters, and more. Give them a call without hesitation for expert assistance.
The firm has a long history in the community and they are very knowledgeable in taxes and accounting issues in general. They work with many international companies and commercial entities in the area. I've been working with them for about 15 years and highly recommend them.
Armando knows his work and does a fantastic job at it. He will also let you know what you should do next time to get the best returns for the following season and what to avoid. And if youre a first time Client he gives you a discount, Let him know that L. Zimmerman & M. Rosales sent you.
I?ve been working with them for over 20 years. Best choice I?ve ever made. They are completely bilingual (English & Spanish) very reliable and honest.
Professional and knowledgeable of all business and personal accounting law and procedures ... I highly recommend !
Fernando is great cpa He always does a great job Raj
Great tax services - Armando is the best!
Best accounting services in the South Bay
(Translated by Google) Excellent service (Original) Excelente servicio
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.